See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,610 | $142,344-25.1% | $119,609-10.9% | $134,475-20.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.10% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,889 | $5,222-63.8% | $4,232-55.4% | $4,740-60.1% |
| Participant deferral / active EE | $2,879 | $6,469-55.5% | $5,602-48.6% | $6,400-55.0% |
| Admin fee / account holder | $1,644 | $13,584-87.9% | $10,323-84.1% | $11,426-85.6% |